Stratos Wealth Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,741
| Closed | -$339K | – | 1499 |
|
|
2024
Q4 | $339K | Sell |
1,741
-467
| -21% | -$90.9K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $394K | Sell |
2,208
-313
| -12% | -$55.9K | 0.01% | 1026 |
|
|
2024
Q2 | $517K | Buy |
2,521
+259
| +11% | +$53.1K | 0.01% | 884 |
|
|
2024
Q1 | $570K | Buy |
2,262
+159
| +8% | +$40K | 0.01% | 845 |
|
|
2023
Q4 | $386K | Buy |
2,103
+143
| +7% | +$26.2K | 0.01% | 975 |
|
|
2023
Q3 | $352K | Buy |
1,960
+492
| +34% | +$88.5K | 0.01% | 948 |
|
|
2023
Q2 | $236K | Sell |
1,468
-75
| -5% | -$12.1K | 0.01% | 1042 |
|
|
2023
Q1 | $219K | Sell |
1,543
-102
| -6% | -$14.5K | 0.01% | 1009 |
|
|
2022
Q4 | $225K | Buy |
1,645
+111
| +7% | +$15.2K | 0.01% | 1002 |
|
|
2022
Q3 | $200K | Sell |
1,534
-504
| -25% | -$65.7K | 0.01% | 1027 |
|
|
2022
Q2 | $314K | Sell |
2,038
-480
| -19% | -$74K | 0.01% | 908 |
|
|
2022
Q1 | $454K | Buy |
2,518
+119
| +5% | +$21.5K | 0.01% | 845 |
|
|
2021
Q4 | $445K | Buy |
2,399
+161
| +7% | +$29.9K | 0.01% | 852 |
|
|
2021
Q3 | $398K | Buy |
2,238
+986
| +79% | +$175K | 0.01% | 842 |
|
|
2021
Q2 | $219K | Buy |
+1,252
| New | +$219K | 0.01% | 1087 |
|
|
2018
Q4 | – | Sell |
-1,251
| Closed | -$156K | – | 2348 |
|
|
2018
Q3 | $156K | Buy |
+1,251
| New | +$156K | 0.01% | 937 |
|
|
2018
Q2 | – | Sell |
-1,528
| Closed | -$199K | – | 2430 |
|
|
2018
Q1 | $199K | Buy |
1,528
+265
| +21% | +$34.5K | 0.01% | 902 |
|
|
2017
Q4 | $161K | Buy |
+1,263
| New | +$161K | 0.01% | 966 |
|
|
2017
Q2 | – | Sell |
-8,890
| Closed | -$966K | – | 858 |
|
|
2017
Q1 | $966K | Buy |
+8,890
| New | +$966K | 0.05% | 283 |
|
|
2015
Q2 | – | Sell |
-1,729
| Closed | -$241K | – | 613 |
|
|
2015
Q1 | $241K | Sell |
1,729
-45
| -3% | -$6.27K | 0.03% | 490 |
|
|
2014
Q4 | $223K | Sell |
1,774
-22
| -1% | -$2.77K | 0.04% | 415 |
|
|
2014
Q3 | $211K | Buy |
+1,796
| New | +$211K | 0.05% | 276 |
|